See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,697 | $215,361-93.6% | $171,082-92.0% | $273,961-95.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 10.43% | 25.14%-14.7pp | 32.56%-22.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,692 | $4,967-65.9% | $4,002-57.7% | $4,869-65.2% |
| Participant deferral / active EE | $5,411 | $5,543-2.4% | $4,797+12.8% | $5,287+2.4% |
| Admin fee / account holder | $23 | $10,846-99.8% | $8,520-99.7% | $10,132-99.8% |